Remote Personal Lines Account Manager

Overview

This role involves managing personal lines clients and providing exceptional service while working remotely.

In Short

• Manage a book of personal lines clients (home, auto, umbrella, etc.)
• Handle policy servicing including endorsements, renewals, certificates, and billing inquiries
• Communicate with carriers to market, quote, and bind coverage
• Provide clear, timely, and professional client support via phone and email
• Identify coverage gaps and cross-sell opportunities in a consultative manner
• Maintain accurate documentation and follow agency workflows
• Collaborate closely with producers and internal team members

Requirements

• Active CA Property & Casualty insurance license (required)
• 5+ years of Personal Lines account management
• Strong organizational and time-management skills
• Excellent written and verbal communication
• Comfort working independently in a remote environment
• Client-first mindset with attention to detail
• Experience with AMS360 a plus

Benefits

• Fully remote role with flexibility and trust
• Supportive, close-knit team culture
• Ownership over your work and client relationships
• Competitive compensation based on experience
• Opportunity to grow with a stable, independent agency